Client Finance Accountant

2 weeks ago

Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time £35,000 - £55,000 per year

Department:
Client Finance

Location:
Cheltenham

Description
To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.

Key Responsibilities
Maintain client records and reconcile ledgers.

Prepare management accounts, consolidate financial reports, and complete regulatory returns.

Prepare statutory accounts.

Process, review, and approve journals and reference data on the ledger.

Approve payments in line with delegated authority and monitor outstanding invoices/statements.

Monitor cash movements and balances, escalating to the Client Manager as needed.

Process payroll on behalf of clients.

Engage with regulatory bodies, auditors, and clients professionally.

Ensure policies, procedures, and controls are documented, followed, and updated.

Stay informed about regulatory changes and collaborate with clients, third parties, and internal teams to ensure controlled implementation.

Support recruitment, training, development, and knowledge-sharing within the team.

Assist clients with audits.

Skills, Knowledge & Expertise
Participate in additional projects and tasks as required.

Experience in preparing management accounts, annual reports, and financial statements.

Strong attention to detail and organizational skills.

Commitment to professional ethics.

Client-focused with the ability to build strong relationships.

Effective time management, prioritization, and problem-solving skills.

Strong team player with excellent verbal and written communication skills.

Proficiency in Microsoft Excel, Word, and Outlook.

Qualified accountant or equivalent experience.

Knowledge of general insurance finance, including regulatory returns (desirable).

Familiarity with SUN/Q&A accounting software (desirable).

Demonstrates Behaviours Aligned To The PoloWorks PRIDE Values

  • Pioneering – we don't stand still
  • Responsible – We do the right thing
  • Inclusive – we all play a role
  • Delivery Focused- we provide services we are proud of
  • Empowering – we equip people to be their best

Job Benefits
As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.

Benefits Band 2

  • Client Finance Accountant

    4 days ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time £40,000 - £80,000 per year

    Department:Client FinanceLocation:CheltenhamDescriptionTo provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.Key ResponsibilitiesMaintain client records and reconcile ledgers.Prepare management accounts, consolidate financial reports, and...

  • Client Finance Accountant

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time £40,000 - £70,000 per year

    Department Client Finance Employment Type Permanent Location Cheltenham Workplace type Hybrid Reporting To Client Finance Manager Key Responsibilities Skills, Knowledge & Expertise Job Benefits About PoloWorks PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated...

  • Client Finance Accountant

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time £40,000 - £60,000 per year

    Department Client Finance Employment Type Fixed Term Contract Location Cheltenham Workplace type Hybrid Reporting To Client Finance Manager Key Responsibilities Skills, Knowledge & Expertise Job Benefits About PoloWorks PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as...

  • Client Accountant

    4 days ago

    Cheltenham, Gloucestershire, United Kingdom Adjacency Recruitment Group Full time £40,000 - £70,000 per year

    We are working with a local practice to hire a client management accountant within their advisory department.This position will involve preparing monthly and quarterly management accounts for a varied portfolio of clients, ensuring accuracy, timeliness, and clear financial insight.It is a fantastic opportunity for someone who enjoys working closely with...

  • Senior Manager Client Finance

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time £60,000 - £80,000 per year

    Department:Client FinanceLocation:CheltenhamDescriptionPolo Works is a provider of outsourced services within the insurance industry. Due to business growth, a senior finance opportunity is available, reporting to the Head of Client Finance, responsible for financial reporting, processes and controls across non-Lloyd's clients. The successful candidate must...

  • Client Finance Analyst

    2 days ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time

    Department:Client FinanceLocation:CheltenhamDescriptionTo provide professional accounting services to clients, ensuring accuracy, efficiency, compliance, and a client-focused approach in all responsibilities.Key ResponsibilitiesMaintain accurate and up-to-date accounting records.Process and verify transactions and reference data in the ledger.Reconcile...

  • Finance Systems Accountant

    14 hours ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time

    Department:Client FinanceLocation:CheltenhamDescriptionWe are seeking a proactive and detail-oriented Finance Systems Accountant to play a key role in the successful implementation of a new ERP system at PoloWorks. This is an exciting opportunity to contribute to a major transformation project that will enhance our financial processes and reporting...

  • Finance Systems Accountant

    11 hours ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time

    Department:Client FinanceLocation:CheltenhamDescriptionWe are seeking a proactive and detail-oriented Finance Systems Accountant to play a key role in the successful implementation of a new ERP system at PoloWorks. This is an exciting opportunity to contribute to a major transformation project that will enhance our financial processes and reporting...

  • Client Accountant

    4 days ago

    Cheltenham, Gloucestershire, United Kingdom Adjacency Recruitment Group Full time £35,000 - £55,000 per year

    Client Management Accountant | CheltenhamWe're delighted to be partnering with a well-established and growing accountancy practice in Cheltenham, renowned for its friendly, down-to-earth culture and personal approach to client care. The firm is seeking aClient Management Accountantwho thrives on variety, collaboration, and being the trusted go-to advisor...

  • Finance Assistant

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Omega Full time £20,000 - £30,000 per year

    Job Title: Finance AssistantJob Type: Hybrid (3 Days in Office)Work Type: PermanentHours: 37 hrs/wkIndustry: Aerospace/DefenceJob Location: CheltenhamSalary: £25,000 to £30,000 per annumProfile – Finance AssistantOur client is a leading provider of software, equipment and service solutions to technically challenging sectors around the globe.Job Role –...